Create Proforma Invoices

To post a proforma invoice before the goods are delivered and VAT invoice is issued, use a purchase invoice document.

1. Create a Non Order Purchase Invoices (XXPI), selecting X - Outside the Scope in VAT Rate.

   If posting proforma invoices from MyPortal or IRIS Financials Purchasing, to post the invoice with the VAT, it must be entered as a Non Order Purchase Invoices document.

2. Allocate the invoice to the payment.
3. When the VAT invoice is received:
   1. Undo the allocation.
   2. Reverse the Purchase Invoice.
   3. Create another Non Order Purchase Invoices (XXPI), selecting the required VAT Rate.
4. Allocate the all of the following documents together: 
   • The payment
   • The proforma invoice
   • The reversed proforma invoice journal
   • The purchase invoice including VAT